HHM Wealth Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $13.5K | Hold |
589
| – | – | ﹤0.01% | 566 |
|
2025
Q1 | $13.5K | Hold |
589
| – | – | ﹤0.01% | 557 |
|
2024
Q4 | $13.4K | Hold |
589
| – | – | ﹤0.01% | 555 |
|
2024
Q3 | $13.6K | Hold |
589
| – | – | ﹤0.01% | 518 |
|
2024
Q2 | $13.3K | Hold |
589
| – | – | ﹤0.01% | 512 |
|
2024
Q1 | $13.4K | Hold |
589
| – | – | ﹤0.01% | 477 |
|
2023
Q4 | $13.5K | Hold |
589
| – | – | ﹤0.01% | 466 |
|
2023
Q3 | $13.2K | Hold |
589
| – | – | ﹤0.01% | 461 |
|
2023
Q2 | $13.3K | Buy |
+589
| New | +$13.3K | ﹤0.01% | 474 |
|